13F HOLDINGS REPORT
LFL Advisers, LLC
Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0001694127-25-000002
Total Value
$228.6M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BANK NEW YORK MELLON CORP | 064058100 | 424,631 | $35.6M | 15.58% |
| 2 | TE CONNECTIVITY LTD | TEL | 241,036 | $34.1M | 14.90% |
| 3 | AON PLC | AON | 85,047 | $33.9M | 14.85% |
| 4 | LAMAR ADVERTISING CO NEW | LAMR | 288,393 | $32.8M | 14.36% |
| 5 | PROGRESSIVE CORP OHIO | 743315103 | 114,477 | $32.4M | 14.17% |
| 6 | AUTOLIV INC | ALV | 288,698 | $25.5M | 11.17% |
| 7 | ALPHABET INC | GOOG | 119,852 | $18.7M | 8.19% |
| 8 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 29,088 | $15.5M | 6.78% |